specialist PM
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Oct 2, 2023 by Dmitry Balyasny · across every show →
Everything said about specialist PM, oldest first
Oct 2, 2023
Specialist PMs get hurt by cross-market spillovers, not sector surprises
“In order to be a really effective specialist PM, they typically don't get hurt when there's something in their area of specialty that they're surprised by. Like, they're usually all over that. But they usually get hurt when there's something that's rolling thr…”